This icon represents a form template. It can be used as a model to produce similar transactions.All available forms and templates in the database are accessed from the form selection area. There could exist numerous selection lists for each data entry form type. A drop down list in the top left corner of each form selection screen lists templates and pending forms that are used to create new forms (i.e. Purchase Orders in Invoice Entry Form). Existing forms may be accessed by selecting the form type from the View drop down list.
The form list is paginated. By default, twenty-five items are readily available. This is changed via a drop-down list that allows 50, 75 or 100 to be selected. More pages can be seen by using the pagination arrow buttons or entering the page number at the bottom of the screen. The form selection pages include multiple columns with pertinent information displayed for the specific form. Each column contains sort and filter parameters that can be accessed by clicking on the arrow displayed in the column header.
Templates and forms available on the Selection page are restricted based on the current user's profit center access. A user is not able to see templates or forms for Profit Centers they do not have access to. For more information about security see User Group Manager and User Manager help topics.
Profit Center Selection
A drop-down list of Profit Centers is available on the Header screen on the form selection list for the following forms:
Invoice Entry Form
Purchase Order Entry Form
Shopping List Entry Form
Receiver Entry Form
Sales Orders
Shippers
Purchase Request Entry Form
Profit center specific-forms are created by selecting a profit center from the drop-down list then completing the form.
Forms available on the form selection list is restricted by the current user's Profit Center access.
Icons Used with Forms
FOOD-TRAK uses several icons to designate the type of form used on the Form Selection list.
This icon represents a form template. It can be used as a model to produce similar transactions.
This icon represents a completed form.
The arrow-x represents a completed Internal or External Transfer or Requisition.
The stop sign icon represents a form has not been completed, but has been
paused
["Pausing" saves an unfinished form in its current state. FOOD-TRAK exits the form, but it is not considered completed; therefore, no processing of the data on that form occurs. On-hand levels or current costs are not affected.]
for completion at a later time.
Pagination
By default, twenty-five forms load and are available on a page. This setting can be changed by selecting the drop-down list in the lower right-hand corner of the page labeled List Items. You can select to increase the number of forms that are loaded to, 50, 75 or 100. A scroll bar is provided if the browser window offers limited space to display the necessary columns and/or rows.
You can move from one page to another in one of two different ways. The page number can be entered in the text box that states ”r;Page x of y” (x being the number of the current page and y being the number of the last page). Radio-control buttons are available to allow moving to the first page, previous page, next page or last page of the list. The radio-control buttons are disabled when they cannot be used. For example, if page 1 of 1 is displayed all the navigation buttons are disabled.
Filter Transactions
In the normal course of business, the number of existing forms can number into the thousands. With the limitations imposed by the Web, the Form Selection page displays a limited number of transactions at a time; therefore, FOOD-TRAK has a way to make the search for a particular form more convenient. To limit the list to something more manageable, a filter is available for each column. Content in each column can be filtered. The filters can be accessed by clicking on the column-header. When a column is filtered the arrow on the column header is accompanied by a filter graphic. When a column is sorted and filtered the filter appears with the smaller arrow pointing down for descending order or up for ascending order.
Forms can be filtered by date, text, status or grouping. The Date filter will allow you to filter forms for dates that are equal, before, after or between specified dates. The Text filter will allow you to filter columns for text that begins with, ends with or contains specified text. The filter available for the Status column in Form Selection will allow you to filter on the status of a form (i.e. paused, completed, etc.). Columns that contain groupings may also be filtered by selecting a group from the available list. The list will be displayed with same hierarchy that is displayed in the group editor. If a master group is selected the sub-set will be included in the selection.
Only forms that are permitted to be seen by the user group you belong to will be displayed regardless of the filter criteria selected.
Sort Transactions
A filter feature is available for each column on the Create and Edit tab to sort and/or filter the data in each column. Column filters are accessed by clicking on the arrow displayed on the column header. When selected a box with the list of options drops down in the column. The sort options are displayed first.
All columns, except a Status column, may be sorted on a form selection list. Only one active sort per list is allowed. An active sort automatically gets cleared by the system when another sort is activated. Data in a column with an active sort can also be filtered. The list will be automatically and immediately refreshed when a new sort is selected
Columns with dates have the following sort options available:
Show Newest to Oldest
Show Oldest to Newest
Columns with text or groupings have the following sort options available:
Sort A to Z
Sort Z to A
Print Transactions
A print button is available on the form selection lists that when pressed submits the selected templates/forms to print. If multiple forms are selected to print the information for each displays on a separate report. The printed forms can be retrieved from the Task List.
Delete a Form
Complete the following steps to delete a form from the Form Selection list:
Locate the form and place a check in the box next to the form identifier. You may check as many forms as you like for deletion.
Click Delete button.
A message appears to confirm that you wish to delete the forms. Click OK to delete them, Cancel to stop the procedure.